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ALBION FINANCIAL GROUP /UT: LVHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALBION FINANCIAL GROUP /UT on LVHD, newest first. How the timeline and the estimate are built.

ALBION FINANCIAL GROUP /UT held 456 LVHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 456 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $20,066.

    13F-HR 0001054677-26-000004 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 511 shares
    Change vs previous 13F -66 shares

    <0.01% of the 13F portfolio, value $21,749.

    13F-HR 0001054677-26-000003 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 577 shares
    Change vs previous 13F -1,058 shares

    <0.01% of the 13F portfolio, value $23,012.

    13F-HR 0001054677-26-000002 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,635 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $67,591.

    13F-HR 0001054677-25-000008 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,635 shares
    Change vs previous 13F -57 shares

    <0.01% of the 13F portfolio, value $65,172.

    13F-HR 0001054677-25-000005 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,692 shares
    Change vs previous 13F -835,774 shares

    <0.01% of the 13F portfolio, value $69,322.

    13F-HR 0001054677-25-000003 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 837,466 shares
    Change vs previous 13F -301,259 shares

    2.2% of the 13F portfolio, value $32,125,194.

    13F-HR 0001054677-25-000002 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,138,725 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $46,368,899.

    13F-HR 0001054677-24-000007 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).